"While we don't believe F3Q earnings will put to rest investor concerns about a hardware downturn, we expect Apple to beat Sept Q expectations & guide constructively to the Dec Q." -- Analyst Erik Woodring
Read More Morgan Stanley expects Apple to beat expectations next week
From Snell's "The iPad’s erratic odyssey continues" posted Tuesday on Six Colors.
Read More Jason Snell, an iPad enthusiast, calls the current line-up 'weird'
From Jon Victor and Amir Efrati's "Facing Threat From Apple, Google Tries New Hardware Playbook" ($) posted Tuesday.
Read More The Information: 'It may be Google's worst nightmare...'
"We estimate that Apple's extra week in the December quarter will add 7%+ to revenue growth, which does not appear reflected in consensus."
Read More Toni Sacconaghi is above consensus for Apple's Q4, below for fiscal 2023
3 years agoFrom CNBC's "Nasdaq futures rise as better-than-expected Netflix results keep tech gains going" posted early Wednesday.
If reporters had been invited to the Steve Jobs theater, this is what they would have seen...
Read More Here's the slick video Apple produced to show off today's two new iPads
From "Apple Unveils New Products Ahead of the Holidays. The Company Is Flexing Its Muscles, Analyst Says." posted Tuesday by Barron's.
From "Another Week, Another Production Cut Report…. But Is This “NEW” Info?" a note to Evercore clients that landed on my desktop Tuesday.
Read More Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD
From Ma's "Apple Cuts iPhone 14 Plus Production Less Than Two Weeks After Debut" ($) posted Tuesday shortly before noon.
Read More Like clockwork: Apple FUD from The Information's Wayne Ma
"The pricing strategy of new products is cautiously crafted, even for Apple..."
Read More Canalys: Smartphone market fell in September quarter, Apple's share rose
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